Getting Started with CAST 2
How to Set Up a Billable CQG QTrader System
CAST 2 is a work in progress and we’re adding new ‘view-only’ screens regularly, as we attempt to replicate the full functionality of CAST into this new product. In the meantime, please follow the steps below to setup your own QTrader users. The CQG team will be in touch with you when more functionality is available.
CAST 2 allows FCM partners to:
- Create CQG QTrader systems for their customers
- Manage their customers’ CQG QTrader systems
Before You Begin: Requirements
According to exchange policy, CQG QTrader setups require additional information about the trader, including:
- First and last name
- Email address
- Phone number
- Full address with zip code and state
Before You Begin: CAST Setup
In CAST User Info, enable the CAST trader for CAST API
In CAST User Permissions, give the CAST trader permission to create, modify, and delete an account
Access to the permissions are controlled by the firm’s master CAST user
Access CAST 2
Use your CAST username and password to sign in to CAST 2
Before You Begin: CAST and CAST 2
You will need to set up an Account and TraderID in existing CAST before you set up the customer in CAST 2
Begin by clicking the Set up a new customer button
Fill in the customer’s information and then click Save and Continue
* Indicates a required field
Fill in the customer’s contact information and then click Save and Finish
Fill in the customer’s login credentials and then click Save and Continue
- The login name is automatically generated but can be changed
- You must select whether the user is Pro or Non-Pro
- By filling in a login removal date, you will force the system offline on that chosen date and prevent the login from future use
Add a check mark next to QTrader - Transactional and then click Save and Continue
Enter the customer’s information. All fields with an asterisk (*) are required.
Settings and Balances
This section allows you to view the account information
If a CAST user has permissions to alter risk settings, this can be completed in CAST 2 on the Risk Parameters page.
Market limits can be modified via CAST 2.
Balances can be modified via CAST 2.
View only access is available for all routes in CAST 2.
Products and Services: Real-Time Data
This section allows you to set permissions for the customer to view charting and quotes data
You can search by exchange name using the text field
Products and Services: Optional
Products and Services: News
Products and Services: Third Party
Once the services are added, you can choose to send the customer a welcome email, and then click Save and Finish
The email will contain important information to help the customer get started using the software
Active Products and Services
After the customer has been set up, you can view the system’s permissions by clicking Active Products and Services